When using your CRM to take payments, whether in a store, calendar, or other products, the payment provider you have set as default will be used to bill your customers. However, when managing multiple products and providers, things can get more complex. Follow along to learn how to override the default configuration for a specific channel.

Provider Configurations #

• Head to the Integrations tab inside the Payments section and click Configure providers in the top right corner.
• Select whether you want to set the provider for Live or Test payments.
• Click the plus sign icon next to the payment provider to add alternatives.
• Select the payment methods you wish to include. You can verify a method is selected if it has a check mark next to it.
• Click the X next to a payment provider to remove it. If only one is selected, the system will reset to the default.

The changes are automatically saved, making it easy to route payments through the right provider based on how the channel is used.

Frequently Asked Questions #

How do I override the default payment provider for a channel? #

Open the Integrations tab in the Payments section, click Configure providers, choose Live or Test, then add or remove providers for the channel. Changes save automatically.

How many payment providers can I add at once? #

You can select PayPal and one other provider of your choice. Multiple non-PayPal providers on the same checkout are not supported, so you cannot set PayPal, Stripe, and NMI on a single checkout page.

What happens if I remove all providers from a channel? #

If you remove all providers from the Provider Selection for a channel, the system automatically reverts that channel to the default provider setting to prevent accidental removal of payment options.

Can I configure different providers for Live and Test payments? #

Yes. When configuring providers, you first select whether the configuration applies to Live or Test payments, so each mode can have its own setup.

Do I need to manually save my provider configuration? #

No. Changes to your provider configuration are saved automatically as you make them.

Why would I configure a provider by channel? #

It lets you route payments through the most appropriate provider for each product or channel, which is useful when you manage multiple products and payment providers.